Top Finance Jobs

Execute first-line risk and control monitoring, testing, assessments, and remediation for Treasury and Wholesale Payments products. Maintain risk, control, process, and issue inventories; perform RCSAs; analyze control effectiveness and risk metrics; support audits, governance reporting, and regulatory reviews; and partner with stakeholders to strengthen the operational risk environment.

Develop and manage a wealth management practice by understanding client goals, creating personalized financial plans, and providing investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, referral partners, and internal specialists to generate new business and expand existing accounts. The role is branch-based, collaborative, and focused on serving high-net-worth individuals while achieving commission-based performance goals.

Leads the full equity research publishing lifecycle, including editorial review, supervisory approval, production, quality control, regulatory compliance, and distribution. Oversees publishing systems and high-volume workflows while ensuring adherence to FINRA requirements, internal controls, and risk standards. Builds and develops a high-performing research publishing team, partners with stakeholders, and drives accuracy, timeliness, professional presentation, and continuous improvement.

Investigates escalated complaints, legal matters, and operational issues within Collections and Recovery. Performs root-cause and trend analysis, identifies process and control weaknesses, develops corrective action plans, and partners with Risk, Compliance, Legal, Operations, and leadership. The role designs and tests controls, validates remediation effectiveness, reduces regulatory and operational risk, and improves customer outcomes.

Conducts independent quality-control call monitoring reviews for fraud and claims operations. Applies procedures, documents exceptions, identifies discrepancies, escalates issues, tracks findings through resolution, and supports process improvement. Communicates results to business partners and leadership while helping train newer team members. Requires strong attention to detail, analytical ability, organization, communication, and customer focus in a high-volume banking environment.

Underwrite complex home equity line of credit applications, analyze documentation and personal or business tax returns to verify income, apply consumer lending policies and regulations, assess repayment ability, mitigate credit risk, document decisions, and identify counteroffer opportunities. The role requires collaboration with retail sales and loan officers while meeting productivity and credit quality standards in an office-based production environment.

Performs accounting activities for assigned consumer product portfolios, including journal entries, reconciliations, financial analysis, invoice payments, wires, reporting, and process controls. Supports product implementations, process improvements, system enhancements, audits, regulatory requirements, and cross-functional issue resolution. Coordinates workflows, meets deadlines, assists with departmental oversight and training, and helps develop accounting processes supporting business growth.

Supports debt capital markets transactions from origination through closing, including financial modeling, company and industry research, transaction structuring, credit analysis, pitch materials, due diligence, legal documentation, syndication, investor marketing, ratings meetings, and closing coordination. Works with managing directors, clients, sponsors, legal counsel, sales teams, investors, and internal stakeholders across multiple concurrent transactions.

Manages high-net-worth and institutional investment portfolios in accordance with investment policy statements and risk/return objectives. Responsibilities include portfolio funding, rebalancing, liquidity management, benchmark and target assignment, performance and tracking-error monitoring, regulatory account reviews, exception resolution, and composite reconciliation. The role collaborates with investment managers and bankers, supports reporting and process improvements, and ensures fiduciary compliance for private bank and institutional accounts.

Analyze Home Equity pricing, profitability, portfolio performance, market trends, and competitive intelligence. Develop financial models, scenario analyses, dashboards, reporting, and executive presentations to support pricing recommendations and strategic decisions. Partner with Product, Operations, Sales, Credit Risk, Marketing, Finance, and Strategy teams to implement and measure initiatives that improve profitability, competitiveness, portfolio performance, and customer outcomes.